DFX Intelligence
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Channel change (one enterprise)
4 advisors moved from T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
Not a lift-out: one firm's name is the other's with a word added, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
no RAUMtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joe Valiquette | Westlake, Tx | Sep 5, 2017 | May 16, 2017 |
| Eduardo Valero | Fort Worth, Tx | Sep 15, 2017 | Sep 8, 2015 |
| Ryan C Gahler | Westlake, Tx | Sep 26, 2017 | Mar 26, 2007 |
The rule
- Registrations ended
- Sep 5, 2017 to Sep 26, 2017
- Registered next
- Mar 26, 2007 to May 16, 2017
- Branch state
- TX
- Cities
- 2, most in Westlake, Tx
- Registered there that day
- 1,125 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape